In the News

A Guide for Directors to Overseeing Interval Funds, BoardIQ

July 31, 2018

Morgan Lewis partner Sean Garber and senior associate David Freese share a “Summary Guide to Director Oversight of Interval Funds” in a BoardIQ published article. They discuss in the article that interval funds have experienced increasing popularity among investment managers who offer strategies that are not conventional for mutual fund structures. They cover topics including the frequency and amount of repurchase offers, liquidity requirements, valuation, and share ownership filing requirements.

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